Remove a document your workflow has confirmed is obsolete
Handle a confirmed cleanup request without searching manually for the document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Document
Permanently deletes a document from storage.
Why this helps
Old generated files can linger after a workflow has identified them as no longer needed.
- Delete a specific document by ID.
- Use an explicit cleanup request from a workflow.
- Reduce manual steps when removing confirmed obsolete outputs.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the confirmed document ID to delete and the condition that marks it obsolete.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one document that is approved for deletion.
Questions about this workflow
Can this action be undone?
The action permanently removes the document from storage, so use it only for a confirmed cleanup request.
Can the workflow delete a document based on its contents?
The listed action deletes by document ID. The request must provide the ID and the decision that the document is obsolete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
ActiveMerge and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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